DFAC vs SECT

ADFAC

BSECT

Measures won6–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · SECT $16,179

Lowest cost0.03%VUG · $3 on $10k

Most income1.26%IJH · $126 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common0.0%DFAC and SECT

DFAC

SECT

Dimensional - US Core Equity 2 ETF · $85.7BMain Sector Rotation ETF · $2.9B

+21.2%3 years · per year$17,812 · $16,790+18.9%

+10.6%5 years · per year$16,526 · $16,179+10.1%

0.21%Expense ratio$21 · $69 on $10k · lower wins0.69%

0.90%12-mo yield$90 · $73 on $10k0.73%

−8.5%Worst dropSmaller wins−10.7%

12.9%VolatilityLower wins15.8%

6–0DFAC wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAC · SECT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	−5.1%	+5.4%	+7.3%	+18.9%	+10.1%	−10.7%	$2.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.73%	−5.1%	+5.4%	+7.3%	+18.9%	+10.1%	−10.7%	$2.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
4	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs SECT

DFAC

Dimensional - US Core Equity 2

$16,526

SECT

Main Sector Rotation

$16,179

MeasureDFACSECT

Fee0.21%0.69%

Cost on $10k a year$21$69

Yield0.90%0.73%

5 years, per year+10.6%+10.1%

3 years, per year+21.2%+18.9%

Worst drop · 1Y−8.5%−10.7%

Volatility · 1Y12.9%15.8%

6–0measures won
DFAC first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAC, SECT, IJH, VUG

Today

36.2%most shared, DFAC and VUG

DFACSECTIJHVUG

DFAC—0.0%11.4%36.2%

SECT0.0%—0.0%0.0%

IJH11.4%0.0%—0.0%

VUG36.2%0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

DFAC$90 − $21 = $69

VUG$43 − $3 = $40

SECT$73 − $69 = $4

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee